We proudly take the long view
We proudly take the long view
When it comes down to it, our true calling isn't about money or finances. It's about building a relationship
that helps free you from uncertainty, fear, and worry. So you're free to be the you that savors every
adventure and every moment.
Our true calling
Around conference tables and kitchen tables, we have the privilege of getting to know the hearts, fears,
goals, and dreams of hardworking people, families, and businesses. Every one unique. Every one precious.
We listen intently. Watch their eyes light up when they talk about loved ones and the things they're passionate about. See how their brows knit together when they share their fears.
We listen intently. Watch their eyes light up when they talk about loved ones and the things they're passionate about. See how their brows knit together when they share their fears.
About Millennium
About Millennium
We take notes. We crunch numbers. And we put 150 years of combined financial expertise and experience
to work - to create investment plans built around their personal needs and vision. Not just as they
are today, but as they evolve over time, over generations. Because if there's one thing life promises,
it's change.
Our Team
Millennium Private Wealth opened its doors in March of 2016 on Daniel Island, SC. Millennium Private Wealth
is associated with Wells Fargo Advisors Financial Network, one of the most highly respected financial
institutions in the world.
MPW's four partners Jeff Burton, Steve Meyer, Bill Rouse, and Jessica Harper started MPW with the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning their financial future.
Each partner brings a combined 150 years of experience in the financial services industry to the team's planning process. We strive to know and understand our clients complete financial situation to provide them the highest quality information, services, and products available.
MPW's four partners Jeff Burton, Steve Meyer, Bill Rouse, and Jessica Harper started MPW with the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning their financial future.
Each partner brings a combined 150 years of experience in the financial services industry to the team's planning process. We strive to know and understand our clients complete financial situation to provide them the highest quality information, services, and products available.
Millennium Resources
Millennium Resources
We hope you will take advantage of this resource and visit us often. We are committed to our clients
and define our success by our clients' success.
Resources
ARTICLES
SEVENTY-FIVE PERCENT OF AMERICANS AGREE THEY WOULD BENEFIT FROM HAVING BASIC FINANCIAL
EDUCATION AND INFORMATION.
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CALCULATORS
ONLY 48% OF U.S. WORKERS HAVE TRIED TO DETERMINE HOW MUCH THEY WILL NEED TO SAVE
FOR A COMFORTABLE RETIREMENT.
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NEWSLETTERS
FIFTY-SEVEN PERCENT OF AMERICAN WORKERS HAVE SAVED LESS THAN $25,000 FOR RETIREMENT,
AND 28% HAVE SAVED LESS THAN $1,000.
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TAX LIBRARY
WE'VE PUT TOGETHER A COLLECTION OF RESOURCES TO HELP YOU MANAGE YOUR TAXES AS WELL AS
PREPARE FOR THE UPCOMING TAX SEASON.
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VIDEOS
THESE ENGAGING, SHORT ANIMATIONS FOCUS ON A VARIETY OF FINANCIAL TOPICS AND ILLUSTRATE
KEY FINANCIAL CONCEPTS AND CURRENT EVENTS.
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Comprehensive Wealth Management Services
We have in-depth experience in financial strategy and investment management, but we also bring professionals
with the expertise necessary for a successful wealth management plan. We will also work with any
professionals with whom you already have a relationship.
View Details
Contact Millennium
Contact Millennium
With the knowledge that persistence and patience helps to produce enduring results contact Millennium with your
questions. Our experienced staff is ready to answer any question anytime with time-tested strategies
made for lifetime enjoyment and well being.
Contact Us
Send us a message
Please complete the Contact Form and we'll be in touch.
Millennium Private Wealth
225 Seven Farms Dr, Suite 400
Charleston, SC 29492
Tel: 843-471-2630
Fax: 843-471-2656
225 Seven Farms Dr, Suite 400
Charleston, SC 29492
Tel: 843-471-2630
Fax: 843-471-2656
Millennium Private Wealth (Greenville Office)
110 West Broad Street
Greenville, SC 29601
Tel: 864-232-9950
Fax: 864-752-3562
110 West Broad Street
Greenville, SC 29601
Tel: 864-232-9950
Fax: 864-752-3562
Millennium Private Wealth (Savannah Office)
300 Drayton Street, Mezzanine Level
Savannah, GA 31401
Tel: 912-644-5670
Fax: 912-644-5674
300 Drayton Street, Mezzanine Level
Savannah, GA 31401
Tel: 912-644-5670
Fax: 912-644-5674